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Our Services

We breakdown our services into 3 distinct elements:

1

CREATING YOUR FINANCIAL PLAN 

When we start working with you, we conduct a series of meetings and activities that culminate in the development of your personalised financial plan. The financial plan, which is a comprehensive evaluation of your personal and financial circumstances both present and future, is usually based on clearly identified financial goals such as, for example, retirement, funding education for the children, buying a home, starting a business or leaving a legacy. Elements of a comprehensive financial plan can include a net worth statement, cashflow analysis, retirement strategy, risk management plan, long-term investment plan, tax-reduction strategy and estate plan. Financial plans can be relatively straightforward, comprehensive or highly specialised depending on the complexity of your personal situation.

2

IMPLEMENTING YOUR PLAN

Once we have presented and discussed your financial report with you, should you instruct us to proceed with implementing our recommendations we will act for you in the following ways:
Conduct any additional research and planning required to implement our proposals
Handle all fund and policy administration on your behalf
Provide regular updates to keep you informed of progress
Provide written confirmation of all actions taken on your behalf
Ensure that you are set up with secure online access to your account(s), where applicable

3

ONGOING SUPPORT & INVESTMENT MANAGEMENT

Since life is rarely constant, we are continuously progressing towards or away from our financial goals. A key component of financial advice refers to services delivered on an ongoing basis to accommodate the evolving nature of our lives. This is not restricted just to ‘updates to the plan’ but includes holistic financial advice, updates to legislation which could impact your plan and access to our professional investment management services. Ongoing support can be provided at various intervals depending on the service level that you require.
LEARN ABOUT YOUR ADVICE JOURNEY
Sweeny Wealth Management Ltd is registered in England and Wales. Our registered office is Poplars, High Road, Leavenheath, Suffolk CO6 4PE

We are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 821005.

The content of this website is intended for information purposes only and does not constitute financial advice. The value of your investments can fall as well as rise and you may get back less than you invested. 
© Copyright 2021 - Sweeny Wealth Management Ltd
 paul@sweenywealth.co.uk
 Poplars, High Road, Leavenheath, Suffolk CO6 4PE
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